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2,887 hedge funds and large institutions have $109B invested in Verizon in 2024 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 1,241 increasing their positions, 1,226 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 119

21% more call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.39B

1% more repeat investments, than reductions

Existing positions increased: 1,241 | Existing positions reduced: 1,226

1% more funds holding

Funds holding: 2,8632,887 (+24)

0.07% less ownership

Funds ownership: 62.83%62.76% (-0.07%)

2% less capital invested

Capital invested by funds: $111B → $109B (-$1.72B)

11% less funds holding in top 10

Funds holding in top 10: 6255 (-7)

Holders
2,887
Holders Change
+24
Holders Change %
+0.84%
% of All Funds
41.7%
Holding in Top 10
55
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-11.29%
% of All Funds
0.79%
New
182
Increased
1,241
Reduced
1,226
Closed
119
Calls
$1.68B
Puts
$1.39B
Net Calls
+$290M
Net Calls Change
-$90.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
2501
LBMC Investment Advisors
Tennessee
$234K -$5.96K -148 -3%
WCM
2502
Weik Capital Management
Pennsylvania
$234K
TWA
2503
Talisman Wealth Advisors
New Jersey
$233K +$10.5K +261 +5%
PWMG
2504
Private Wealth Management Group
New Jersey
$233K +$8.26K +205 +4%
RFN
2505
Redwood Financial Network
Ohio
$232K +$6.49K +161 +3%
CBT
2506
Central Bank & Trust
Kentucky
$232K +$145K +3,605 +178%
MSA
2507
Marathon Strategic Advisors
Pennsylvania
$232K +$227K +5,625 New
APC
2508
Aspire Private Capital
North Carolina
$232K -$2.78K -69 -1%
MWA
2509
Muirfield Wealth Advisors
North Carolina
$232K +$806 +20 +0.4%
GG
2510
GenWealth Group
New Jersey
$231K +$1.37K +34 +0.6%
BBA
2511
Baader Bank Aktiengesellschaft
Germany
$231K +$229K +5,684 New
BF
2512
Blankinship & Foster
California
$231K
AHB
2513
Abner Herrman & Brock
New Jersey
$230K
PS
2514
Planned Solutions
California
$230K -$76.9K -1,908 -26%
DIM
2515
DLK Investment Management
California
$230K +$19.7K +489 +10%
BCM
2516
Blume Capital Management
California
$230K
AFWM
2517
Abich Financial Wealth Management
Virginia
$229K +$65.3K +1,621 +41%
BCG
2518
Breakwater Capital Group
New Jersey
$228K +$223K +5,535 New
CPC
2519
Consolidated Planning Corp
Georgia
$228K +$223K +5,523 New
AFS
2520
AFG Fiduciary Services
Massachusetts
$227K +$14.7K +364 +7%
RA
2521
Rational Advisors
New York
$227K +$123K +3,052 +124%
TF
2522
Trek Financial
Arizona
$227K -$39K -968 -15%
Dodge & Cox
2523
Dodge & Cox
California
$227K
HFS
2524
Howard Financial Services
Texas
$227K +$2.1K +52 +1%
AL
2525
ACAS LLC
California
$226K +$5.84K +145 +3%

VZ Hedge Fund Activity: Q2 2024 in Review

2,887 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q2 2024, worth a combined $109B — down 1.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new VZ positions and 119 closed out — a net gain of 63 holders — while 1,241 added to existing stakes and 1,226 trimmed.

The largest buyer was BlackRock, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $309M.

  • 2,887 institutional investors held Verizon (VZ) as of Q2 2024, up from 2,863 in Q1 2024.
  • Funds reported $109B of Verizon stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 182 funds opened new Verizon positions in Q2 2024 and 119 closed out, a net change of +63 holders.
  • The largest Verizon buyer in Q2 2024 was BlackRock, an estimated $299M added.
  • The largest Verizon seller in Q2 2024 was Bank of America, an estimated $309M sold.

Based on aggregated 13F filings for Q2 2024.